How can we help you?

What is RoadmapHero, in a nutshell?

RoadmapHero helps a team decide what to build, in what order and when — and keep everyone informed without endless meetings.

Everything your team wants to do is a ticket (an idea, a feature, a bug…). The same ticket then travels through the app, one page per step:

• Customer Voice: listen to what your customers say.
• Backlog: collect every idea in one place.
• Priorities: score ideas to decide what matters most.
• Planning: place the chosen work in time.
• Workflows: follow day-to-day progress on boards.
• Roadmap and Shared rooms: show the big picture to anyone, with a simple link.

Around this path, Strategy holds your vision and objectives, and Ask answers your questions about all this data.

How do I create my account?

Go to the Sign up page and choose:

• Sign up with Google, in one click, or
• your work email: you receive a verification code by email, then choose your name and a password (at least 8 characters, with an uppercase letter, a lowercase letter and a number).

Your workspace is then created automatically, named after your company’s email domain (you can rename it). Invited by a colleague? Just click the link in the invitation email: you land directly in their workspace.

You can also log in with Google or Microsoft from the login page.

What happens the first time I open the app?

A short welcome guide opens. It asks you one question — do you run products, projects or an organisation? — and prepares the right ticket types for you. It then shows, in six screens, how the app works: customer voice, objectives and priorities, planning and roadmap, execution, a room per audience, and how stakeholders follow without you.

At the end you choose how to start:

• Start on an example: a complete demo product (tickets, objectives, six months of roadmap, customer feedback, shared rooms) — perfect to explore. You can remove it in one click.
• Start on an empty workspace.
• Start from my own tickets: import them from Jira, GitHub or a CSV file.

Want to see it again? Click your avatar at the bottom of the sidebar, then Getting started guide.

How do I find my way around the app?

Everything starts from the left sidebar:

• At the top, the name of your workspace (click it to switch workspace).
• In the middle, the main pages: Inbox, Strategy, Backlog, Priorities, Planning, Roadmap, Capacities, Workflows, Customer Voice, Shared rooms.
• At the bottom: Ask, Search (⌘K), Import tickets, Help (this page), Settings, and your profile.

You can reorder the pages by drag and drop: your order is saved for you only. The small arrow next to the logo collapses the sidebar to gain space.

Some entries depend on your role: for example, Import tickets and Settings are only visible to owners and administrators (see roles).

How do I quickly find a ticket or a piece of feedback?

Press ⌘K (Mac) or Ctrl K (Windows), or click Search in the sidebar. Type at least 3 characters: the search understands the meaning of your words, not just exact matches, in French and in English. "slow app" also finds "performance issues".

Results are grouped by kind — tickets, customer feedback, insights, opportunities, comments, objectives, key results… — and a button can even write an AI summary of what was found.

Search is available on computer, depending on your plan. On each page, the search box of the page filters by title.

Are there keyboard shortcuts?

Yes, a few that save a lot of time:

• ⌘K / Ctrl K: open the search.
• ← / → on the Roadmap and Planning pages: move to the previous or next period.
• ⌘ / Ctrl + Enter while hovering a Backlog row: add a new ticket right there.
• In any text editor: @ mentions a colleague, / opens the block menu (titles, lists, images…).
• On this help page: / puts the cursor in the search box.

How do I switch the app between French and English?

Open My profile (click your avatar at the bottom of the sidebar) and change the Language. The choice is saved for each workspace. Before you log in, the language is detected from your browser.

This help center has its own language switch, Français · English, at the very bottom of the page.

Can I use RoadmapHero on my phone?

Yes. On a phone, the pages are in a bar at the bottom of the screen, and your avatar opens a menu with your workspace, Help, Settings and log out. You can also add the app to your home screen from your browser menu, to open it like a regular app.

The phone is perfect to check and update. For heavier work — planning, prioritizing, setting up — prefer a computer: the ⌘K search and the welcome guide are only available there.

I’m stuck. How do I reach support?

Click the chat bubble at the bottom right of the app (or the button at the bottom of this page) and write your question: a real person from the team answers. Response times depend on your plan (see plans).

This help center is always one click away: Help in the sidebar.

What exactly is a ticket?

A ticket is one thing your team wants to do: a big initiative, a feature, a user story, a bug… It always has a type and a title, and can carry many details: description, dates, owner, priority, health, HeroScore, links to objectives and customers.

It’s always the same ticket you see in the Backlog, the Planning, the Roadmap, the boards and the shared rooms: change it in one place, it’s up to date everywhere.

What are ticket types and levels (epic, feature, story…)?

Each product has its own ticket types, organized in levels — from the most strategic (e.g. an initiative or an epic) to the most concrete (a story, a task, a bug). A big ticket can contain child tickets: in the Backlog they appear as a tree you can expand, and the Related tab of a ticket lists its children.

Types are prepared by the welcome guide according to what you manage (products, projects or an organisation) and can be changed at any time in Settings → Products.

How do I create a ticket?

The fastest ways:

• In the Backlog, use the quick-add row, or hover a row and press ⌘ / Ctrl + Enter to insert a ticket right below it.
• From the Planning and Roadmap pages, when "Add tickets" is enabled in the display options.
• By asking Ask: "create a bug ticket for the login crash" — it proposes the ticket and waits for your confirmation.
• In bulk, with Import tickets (see the CSV import).

A title is enough to start: you can fill in the rest later.

Creating and editing tickets requires the Builder role or above (see roles).

How do I open a ticket, and send it to a colleague?

Click a ticket anywhere: it opens in a side panel, without leaving your page. Every field can be edited directly there.

To share it, click Copy link at the top of the ticket: the link opens the ticket’s full page for any member of your workspace. The same menu lets you duplicate the ticket, change its parent, archive or delete it.

What are the tabs of a ticket for?

Each tab follows one step of the ticket’s life:

• Craft: the description (with templates and AI writing help), the comments and the activity log.
• Prioritize: what the ticket brings and what it costs — this is what builds its HeroScore (see how).
• Announce: the user-facing announcement and a short FAQ, shared automatically once the ticket ships.
• Build: the link with the code on GitHub — branch, pull request, issues, commits.
• Customer voice: the customer feedback and opportunities linked to the ticket.
• Related: its child tickets (only when it has some).

A small check mark on a tab tells you it’s already filled in.

What do the fields on the right of a ticket mean?

At the top, the yellow Workflow note shows where the ticket stands in its workflow (the current step, who handles it, the estimate) and its two dates: Start and Roadmap (the date it should be available).

Below come the details:

• Priority: from P0 (critical) to P3 (low).
• Health: on track, moved, paused, at risk or delayed — with an optional "why?".
• Owner, Version, Estimated date, Estimated cost and Actual cost, Main KPI.
• Tags and Teams, to sort and filter.
• Dependencies: blocked by / blocking other tickets.
• Notes: a private sticky note, flagged by an icon everywhere the ticket appears.
• Your workspace’s custom fields.

Too many fields? Configure fields lets you reorder or hide them — for you only.

How do I link a ticket to an objective, a team or a customer?

In the side panel, just under the title, three rows tell who the ticket is for:

• Serves: the business goals it contributes to.
• Concerns: the internal teams (business units) it matters to.
• Engage: the customers, segments or customer statuses who asked for it.

These links feed the HeroScore, let you filter every page, and decide which shared rooms show the ticket — so each audience only sees what concerns it.

Can the AI help me write a ticket?

Yes. In the Craft tab, click Help me to write… and choose:

• Le Génie — Structure my draft: turns a few messy notes into a clear ticket (context, objective, expected result).
• Jiminy — Generate specifications: writes the functional specifications from the ticket, its parent and child tickets, your objectives and vision.

You can ask it to start from what is already written, and add some context. The result appears as a draft: validate it to add it to the description, or throw it away. Nothing is saved without you.

You can also save a description as a template and reuse it on other tickets.

How do we discuss a ticket and keep track of decisions?

Under the description, the Comments area is where the discussion happens: reply, search, and @mention a colleague to notify them by email.

Two special kinds of comments help later on:

• Decision: records a decision taken on the ticket, so nobody has to dig for it.
• Bug report: reports a problem, which can then be marked as solved.

Below, the Activity log keeps the full history: every field change, who made it and when, including automatic changes (imports, White Rabbit rescheduling…).

How do I announce a new feature to users?

Open the ticket’s Announce tab:

1. Click Generate announcement: the Zazu agent drafts a title, an introduction, the user benefits and the company benefits. Prefer your own words? Click Write myself.
2. Add media: a YouTube, Loom or Tella video link, pictures.
3. Optionally, generate a short FAQ with Jiminy (this needs a GitHub pull request linked to the ticket).

The announcement is then shared automatically in the shared rooms of the objectives, teams and customers linked to the ticket, where readers can react to it.

How do I show that a ticket is blocked by another one?

In the ticket’s Dependencies field, add the tickets it is blocked by (or those it is blocking). The link appears on both tickets, so the team sees at a glance what must be done first — and Ask can point out risky dependencies.

Should I archive or delete a ticket?

Archive, in most cases: the ticket leaves your views but keeps its history, and you can find it with the Archived filter of the Backlog and unarchive it. Delete is permanent and can disturb a planning that relied on it — a confirmation is always asked.

Both actions exist on the ticket (top menu) and in the Backlog after selecting several tickets.

What is Customer Voice for?

Customer Voice turns scattered feedback into clear priorities, in three steps:

1. Customer messages: the raw feedback — a support ticket, a sales call note, a survey answer.
2. Insights: what the AI understood from each message — the theme, the tone, the emotion, whether it’s a pain point and whether it’s actionable.
3. Opportunities: improvement ideas that group many insights ("Make export easier to find — 14 mentions"), that you accept and link to tickets.

Customer Voice depends on your plan (Business and above).

How do I bring customer feedback into RoadmapHero?

Click Add Customer Messages in Customer Voice and choose:

• Create a message: type or paste one piece of feedback, with its source.
• Import CSV: up to 2,000 messages at once — an export of your support tool, a survey, a spreadsheet.
• MCP integration: let an AI assistant (Claude, ChatGPT, Cursor…) add messages for you (see MCP).

You can also ask Ask: "add this feedback from Acme: …". Each message is then analyzed automatically (status In queue, then Analyzed).

Adding messages requires the Builder role or above.

What do the four tabs of Customer Voice show?

• Opportunities (opened first): the improvement ideas to decide on.
• Insights: everything the AI extracted, with theme, tone and emotion.
• Customer messages: the raw feedback, with its source, company and analysis status.
• Dashboard: the big picture — total insights, pain points, positive ratio, the themes with the most negative feedback and the most actionable ones, the breakdown of emotions.

At the top, filter everything by period, theme, product, company or status.

What is an opportunity, and what do its statuses mean?

An opportunity is an improvement idea backed by real feedback. Its status tells where your decision stands:

• Suggested: detected by the AI, waiting for you.
• Accepted: worth acting on.
• Refused: you decided not to act — it’s a decision too.
• In progress: the work has started.
• Closed: handled.

From an opportunity, create a new ticket or link an existing one: the ticket’s Customer voice tab then shows the feedback behind it, and you know who to tell when it ships.

What is the number next to Customer Voice in the sidebar?

It counts the suggested opportunities you haven’t opened yet: new customer signals waiting for your review. Open them and the counter goes down.

What is the Backlog page for?

The Backlog is the list of all your tickets, organized as a tree: big tickets contain their child tickets, that you can expand or collapse (Expand all / Collapse all). It’s the page where you add ideas, clean up, reorder by drag and drop, and check that nothing is forgotten. To present it outside the product team, switch to a simpler view (see the views).

A good routine: drop every new idea in the Backlog, then sort it once a week — clarify, score, plan or archive.

Can I show the Backlog more simply, for example to present it to my organization?

Yes: use the view switch at the right of the filter bar. Besides the usual Tree, two views show the Backlog at the initiative level, without the technical detail:

• Overview: the initiatives in panels, one line each, showing its available date and the share of its tickets already delivered, as a percentage coloured by stage (grey: up next, orange: in progress, green: delivered). Click an initiative to see what it holds (Related tab). Group by makes one panel per Theme, Business objective, Business unit, Customer or Segment (with its icon, or the customer's logo taken from its domain), or a single panel — an initiative linked to two objectives shows under both. Sub-levels lists, under each initiative, the tickets it holds (features, stories…). A panel's 2 delayed tickets (or at-risk) figure counts the tickets whose health says so: click it to see which ones and open them.
• Grouped by Theme: New theme (top right) creates a theme, and each theme's Add button creates an initiative in it or files an existing one there. Drag an initiative onto another theme to move it, and drag a theme by its handle to reorder the themes.
• Map: the product as a whiteboard diagram — the product, its themes (or objectives, business units, customers, segments), their initiatives and, with Sub-levels, the tickets they hold, all joined together. An icon shows each item's stage (empty: up next, half: in progress, check: delivered). Grouped by business objective, Key Results also shows each objective's KRs and their progress. Drag the background to move around and an item to arrange it (its branch follows); Re-align puts everything back. The + under an item creates one a level below. Pinch or use Ctrl + wheel to zoom. The map opens at a readable zoom, centred on the product; Fit to screen shows it all.

Tickets that belong to no initiative are not shown as initiatives: they are gathered under Other tickets, listed on demand. Initiatives placed outside any theme appear under No theme.

An initiative is in progress as soon as one of its tickets is in progress or delivered, and delivered once all of them are. Filters and search apply to every view, and the Backlog remembers the view you picked.

The eye icon (display options) has its own settings in these views: type icon, ID, stage, progress, owner, available date, health alerts and status color.

What do the numbers at the top of the Backlog mean?

The metrics bar is a health check of your backlog:

• The number of tickets, and how it changed over the last 30 days.
• The average age of tickets.
• The share of tickets already planned (with a start and a roadmap date).
• The median HeroScore, the typical priority level.
• Warnings, only when there is something to see: tickets with no owner, unplanned, delayed, at risk, stale (not updated for 30 days).
• One chip per ticket type.

Click a warning or a type to filter the list instantly, click again to clear the filter.

How do I filter the list and save my favorite filters?

Use the filter bar above the list: product, type, status, health, business goal, business unit, customer, tag, team, owner, assignee… Advanced filters add priority, HeroScore, version, dates, costs and your custom fields. The search box finds a ticket by its title. In the Types filter, the initiative level shows a padlock and Always shown: it cannot be unticked, since the rest of the backlog is read through it.

Found the right combination? Open Favorite filters and save it as a view: it’s one click away next time. Your favorite filters are personal, and also exist on the Planning, Roadmap and Workflows pages.

Can I choose what each row displays?

Yes: click the eye icon (display options) and show or hide the ticket number, status, subscribers, health, dates, drivers, owner, priority… The status color option tints rows green once delivered and amber while in progress — handy to spot at a glance what moves.

How do I change many tickets at once?

Tick the tickets (or Select all), then choose an action in the bar that appears: change product, change type, change parent, change health, archive or delete. Perfect to clean up an old backlog in a few minutes.

What is the HeroScore, and how is it calculated?

The HeroScore is a score from 1 to 5 stars (by default) that answers one question: is this ticket worth doing now? It weighs two sides:

• Impact — what the ticket brings: its impact on your business goals, on your business units and on your customers.
• Effort — what it costs: the effort to build, the effort to maintain, and your uncertainty about all this.

Lots of impact for little effort gives a high score: do it soon. Little impact or a huge effort gives a low score: it can wait.

The more links a ticket has (objectives, customers, teams), the more meaningful its HeroScore. A ticket linked to nothing scores low — that’s often a sign it deserves a second look.

How do I score a ticket?

Open the ticket and go to the Prioritize tab:

1. For each linked business goal, choose the impact: critical, high, medium or low.
2. For each customer: blocking, essential, valuable or minor. For each business unit or segment: must have, should have, could have or won’t have.
3. In Effort, set the uncertainty (0 to 100 %), the effort to build and the effort to maintain (light, low, mid, high, heavy).
4. Optionally, write a note to explain your reasoning to the team.

The HeroScore updates right away at the top of the tab. On big tickets, a switch can apply the same settings to child tickets.

Don’t aim for precision: the goal is to compare tickets with each other, not to predict the future.

What does the Priorities page show?

Two complementary views, chosen in the left panel:

• All tickets: how your HeroScores are distributed, and your tickets sorted from the highest score down — your natural to-do order.
• One business goal, business unit, segment or customer: an alignment matrix that crosses the HeroScore with the priority this audience gives to each ticket.

The matrix reveals four situations: aligned · do now (valuable and asked for), aligned · low priority, strategic blind spots (valuable but nobody asks — explain why it matters) and pet features (asked for but little value — discuss before committing).

Can I adapt the HeroScore to what matters for my company?

Yes, product by product, in Settings → Prioritization (administrators, depending on your plan):

• Choose the scale: 5, 10 or 100.
• Give each element a weight from "off" to ×10: each business goal, each business unit, each customer segment or status, and the execution factors (uncertainty, efforts). For example, give ×3 to your "Reduce churn" goal this quarter.

Then click Update HeroScore for all existing tickets to recalculate the whole product with the new weights.

Do I have to score every ticket?

No. Score what you’re seriously considering for the coming months. A good habit: as soon as an idea is discussed for real, link it to its objectives and customers and set its efforts. The Backlog shows the median HeroScore, so you can see whether your scoring keeps up.

Votes left by readers of your shared rooms also appear in the Prioritize tab: a concrete signal of demand.

What is the Strategy page for?

Strategy (in the sidebar) is where your vision and your objectives live, with their progress:

• The vision panel sets the course for everyone — the AI can even generate a first draft for you.
• Tiles summarize your objectives: running, on track, at risk, completed, upcoming.
• Your objectives and their key results are shown as a timeline, cards or a list, filterable by product.

This page depends on your plan (Pro and above).

What are objectives and key results (OKRs)?

An objective is an outcome your company wants, in plain words: "Reduce churn". A key result makes it measurable: a metric, a target, a unit and a period — "Monthly churn under 2% by the end of Q4".

You then link tickets to the objective: everyone sees why a piece of work matters, and the HeroScore takes it into account.

How do I create an objective and its key results?

1. Open Strategy → Manage objectives (or Settings → Business goals) and create the objective.
2. Add a key result: title, description, metric, target and unit.
3. Choose its period: a quarter in one click, six months, or your own dates.
4. Link tickets to the objective, from the ticket (Serves row) or from the objective.

How is the progress of a key result calculated?

Each ticket that contributes to a key result gets two values: an estimated contribution (what you expect) and a realized one (what it actually delivered). Progress = realized total ÷ target. The app also tells you how much of the target your estimates cover.

The status is then automatic:

• On track: progress keeps pace with the time elapsed in the period.
• At risk: progress is falling behind the calendar.
• Achieved: 100 % reached. Upcoming: the period hasn’t started.
• After the end date: not achieved, above or below 70 %.

An objective’s progress is the average of its running key results. A progress analysis by the AI can summarize the situation of each key result (depending on your plan).

What are business units, customers and segments for?

They describe who you work for, and are managed in the Settings tabs of the same name:

• Business units: your internal stakeholders — Sales, Support, Marketing…
• Customers: the companies or people who use your product, grouped into segments (e.g. "SMB", "Enterprise") and statuses (prospect, active, churner, lost).

Link them to tickets to weigh the HeroScore, to measure alignment on the Priorities page, and to give each of them a shared room showing only what concerns them.

These words don’t fit your company? Rename them everywhere in Settings → Custom wordings (e.g. "Departments" instead of "Business units").

What is the Planning page for?

Planning is your working timeline: each ticket is a bar that goes from its start date to its roadmap date. On the left, the Unplanned panel lists the tickets that don’t have dates yet.

Zoom from the day to three years (week, month, quarter, "months & quarters"…), move in time with the arrows or the ← / → keys, and come back to today in one click.

How do I plan a ticket?

Drag it from the Unplanned panel and drop it on the period of your choice: it gets its dates. Drag it back to Unplanned to remove them.

You can also set the Start and Roadmap dates directly on the ticket, in the yellow Workflow note (Plan button).

A ticket whose roadmap date has passed without being done can be rescheduled automatically by the White Rabbit agent, so your roadmap is never silently late (see the agents).

What can I display on the Planning?

The display options add useful layers:

• Themes and Releases: your themes and your releases become lanes that group their tickets.
• OKR: your objectives’ timeline above the tickets.
• On each bar: ticket number, HeroScore, priority, health, estimated or actual cost, type icon, status.

Sort by HeroScore, priority or backlog order, filter as everywhere else, and save your favorite filters.

What is a release?

A release is a named delivery that groups tickets shipped together — "v2.0", "Summer launch". In RoadmapHero it’s a ticket type flagged as a release in Settings → Products: put tickets under it as children, and it appears as its own lane on the Planning and the Roadmap.

How do I know if my team is overloaded?

Open the Capacities page. Month by month (or quarter by quarter), it compares your team’s maximum capacity with the work allocated to your planned tickets — and, once work is done, the time actually spent, measured from your workflows.

• Count in man-days or in euros (set your man-day rate).
• Look at the whole team, by workflow step or by person.
• Overcapacity and overcost warnings show where to act: move a ticket, reduce the scope, or add hands.

Capacities depend on your plan (Business and above). For sprint-level capacity, see sprints.

Can I export my planning or my roadmap as an image?

Yes: use Export as image on the Planning or Roadmap page. You get a PNG of what’s on screen (with your filters, up to 6 columns), ready to paste in a slide or an email.

Better than an image that gets outdated: a shared room always shows the up-to-date version.

What is a workflow, and what is a pipeline?

A workflow is the path a type of ticket follows from idea to delivery. It’s made of one or more pipelines — for example "Discovery", then "Development", then "Rollout" — and each pipeline has its steps (the columns of its board).

The workflow is split in two around the roadmap date: the pipelines before it prepare the work, those after it deliver and roll it out. Each ticket type has its own workflow, set in Settings → Workflows.

Which boards can I open in Workflows?

The left panel of the Workflows page lists:

• Overview: all your products at once, one column per pipeline — perfect for a weekly review.
• One board per pipeline, grouped before / after the roadmap date, with one column per step.
• No workflow: a simple open / closed board for tickets that don’t follow any workflow.

To see one person’s work, filter by assignee. Date filters ("done in the last 7 days", "starting this week"…) help prepare your rituals.

How do I move a ticket forward?

Drag its card to the next column: its step changes immediately, everywhere in the app. New tickets arrive in the Incoming column. A ticket you give up on can be dropped in the Aborted zone — and put back in the flow later if needed.

Each step of the workflow can have its own assignee and estimate, visible in the yellow note of the ticket.

How do sprints (cycles) work?

On a pipeline board, create a sprint with New Sprint: name, start and end dates, capacity (in points, days or hours, depending on your sizing scale), goals, and optionally a capacity per person.

1. Fill the sprint by hand, or click Fill my cycle: it adds sized tickets that aren’t done yet, the most urgent first (nearest end date), until the capacity is reached.
2. The sprint locks automatically on its start date (you can also lock or unlock it yourself).
3. At the end, Complete Sprint shows the stats and moves the unfinished tickets.

Sprints depend on your plan. Past sprints stay available from the board.

How do I change the columns (steps) of my boards?

In Settings → Workflows (administrators): pick a ticket type, then add, rename, reorder or remove its pipelines and their steps. Boards update right away.

Keep it simple: 3 to 6 steps per pipeline are enough for most teams. Too many columns slow everyone down.

What is the difference between the Roadmap and the Planning?

They show the same tickets, for two different audiences:

• The Planning is the team’s working tool: exact dates, bars, unplanned tickets to place.
• The Roadmap is the communication tool: tickets grouped by product, with your releases, themes and objectives in lanes, and a clear color code — green when done, yellow in progress, white to come.

The Roadmap is the view you open in a steering meeting, and the one you share.

Can I show a roadmap without precise dates (Now / Next / Later)?

Yes. In the time scale selector, choose Now / Next / Later: tickets are placed in three horizons instead of on dates.

• Now: what the team is working on.
• Next: what comes right after.
• Later: what’s on the radar, without commitment.

It avoids promising dates you can’t hold. By default the horizons are 3, 6 and 9 months; change them in Settings → Agents → White Rabbit.

How do I adjust what the Roadmap shows?

Three tools, at the top of the page:

• The time scale: week, month, quarter, year, "months & quarters" or Now / Next / Later.
• The filters: product, type, status, health, objective, business unit, customer, tag, team, owner — and your favorite filters.
• The display options: OKR, themes, releases, full titles, end date, tags, costs, type icon, priority, status.

Preparing a roadmap for a specific audience? Filter it, then share it through a shared room rather than a screenshot.

Why doesn’t my ticket appear on the Roadmap?

The usual reasons, in order:

1. It has no dates yet: plan it first (see how).
2. Its dates fall outside the visible period: move in time with ← / → or zoom out.
3. A filter hides it: check the filter bar, or clear it.
4. It is archived.

How do I share my roadmap with people who don’t have an account?

With a shared room: a read-only page, always up to date, that you send as a simple link. No account is needed to open it.

1. Open Shared rooms in the sidebar.
2. Choose the room: a product, a business goal, a business unit, a customer, a segment or a customer status.
3. Choose what it shows (see what a room contains).
4. Open Share and turn on the Link: copy it and send it.

Each audience only sees the tickets linked to it: the Support room shows what is done for Support, the Acme room what is done for Acme.

What can a shared room show?

You choose the tabs: Strategy (vision and objectives), Roadmap, Planning, Backlog and Release notes. Then the details:

• On tickets: business changelog, insights, description, prioritization.
• Display: title, priority, status, type icon, sort order, period.
• Filters: types, statuses, objectives, tags, teams, HeroScore…

Visitors can vote for a ticket, subscribe to be notified when it moves, and — depending on your plan — search the room or ask questions to an AI that only answers from what you shared.

Can the news go out by itself (email, Slack, Teams…)?

Yes — that’s the point: your stakeholders follow without you. From the Share window of a room, besides the link:

• Embed the room in another tool (intranet, wiki…).
• Post it in Slack, Microsoft Teams, Discord or Notion.
• Send it by email to a list of recipients, at the frequency of your choice, with live notifications (each ticket delivered, weekly release note).
• Prepare a newsletter of your release notes, ready to send.

Automatic channels depend on your plan.

Is a shared link safe? How do I stop sharing?

The link contains a unique, unguessable key: only people who received it can open the room, and they can’t change anything. There is no password, so share it with the right people — like any link.

To stop sharing, open Share and turn off the Link (or Embed) switch: the page immediately shows "This shared view is no longer available". Turn it back on whenever you want.

Do I need to re-send the link when things change?

No. A shared room always shows the current state of your data: change a date, deliver a ticket, and visitors see it next time they open the link. That’s the big difference with a slide or an exported image.

What can I ask Ask?

Ask is an assistant that knows your workspace: tickets, objectives and key results, workflows, customer feedback and insights. Ask in plain words:

• "Which tickets are at risk this quarter?"
• "Summarize what customers say about the export."
• "Which key results are behind, and why?"

Ask can also act for you — create a ticket, change a status, add a customer message, update a key result — but always as a proposed action you must confirm.

Ask only sees your current workspace. It is young and still learning: double-check important figures before a big decision.

Who can see my Ask conversations?

Conversations are shared with the whole workspace, so a good analysis benefits everyone. The side panel lists them by date; search them, filter on my conversations, pin the useful ones and archive the others. Only the author (or an administrator) can delete a conversation.

At the end of a conversation, rate it from 0 to 10 and leave a comment: it directly helps improve Ask.

Is there a limit to the number of Ask messages?

Yes, a daily limit per person and per workspace, which depends on your plan. When it’s reached, a message tells you so: Ask is available again the next day.

Who are the agents (Baymax, Jiminy, Zazu, White Rabbit…)?

Each agent takes on one job of your product routine. Find them all in Settings → Agents:

• Baymax reads customer feedback and turns it into insights and opportunities.
• Le Génie turns a messy draft into a clean ticket.
• Jiminy writes functional specifications, and the FAQ of a feature.
• White Rabbit reschedules overdue tickets and warns you before delays spread.
• Tic & Tac link your GitHub pull requests to the right ticket (or create it).
• Zazu writes the announcement of each delivered ticket.
• Sébastien writes a digest for a period — a weekly release note or a newsletter.

Most agents work as soon as you use the feature they serve; those marked Turn on wait for your go-ahead. You always review before anything is published.

What is the Inbox in the sidebar?

The Inbox collects what your agents produce and what needs your attention: pull requests to link to a ticket (accept or dismiss the suggestion), changelogs, release notes, rescheduled tickets… The number next to it counts what’s waiting. Once handled, archive an item: you’ll find it in the Archived tab.

Is my data used to train AI models?

No. Your data is never used to train AI. It is hosted in Europe, processed in line with the GDPR, and the platform is tested every year by an independent security audit (pentest).

What is a workspace?

The workspace is your team’s shared home: it holds your members, products, tickets, objectives, roadmap, settings and subscription. Most companies use a single workspace; everyone in it sees the same data, according to their role.

How do I invite a colleague?

1. Open Settings → Members (owners and administrators only).
2. Enter your colleague’s name and email, then send the invitation.
3. They receive an email: the link creates their account and brings them straight into your workspace.

New members join as Builder. To give another role, open their card in the member list and change it (see who can do what). On the same card you can also choose their type (internal, external, customer), their teams and the products they work on.

What are the roles, and who can do what?

There are four roles:

• Owner: everything, including the subscription. It’s the person who created the workspace; this role can’t be removed.
• Administrator: everything the owner can do — settings, members, integrations, import, plan & billing.
• Builder: the everyday role of product people. Creates, edits, prioritizes and plans tickets, moves them on boards, manages Customer Voice. No access to settings or billing.
• Contributor: follows the work. Sees the backlog, the planning and the roadmap, comments, uses Ask and creates their own saved views — without changing the tickets.

Your role is shown in the workspace menu at the top of the sidebar. To change someone’s role: Settings → Members, then their card.

Can I belong to several workspaces?

Yes. Click the workspace name at the top of the sidebar: the menu lists all your workspaces with your role in each. Pick one to switch, or choose Create new workspace. Each workspace has its own data, members and subscription.

How do I change my name, photo or password?

Click your avatar at the bottom of the sidebar, then My profile. You can edit your name, photo, password and language, see the workspaces you belong to, your notification preferences and the tickets you own. Log out from the same menu.

Forgot your password? On the login page, click Forgot password and follow the link sent by email.

How do I get a colleague’s attention on a ticket?

In a comment (or any text), type @ followed by their name: they receive an email with a direct link to the ticket. The whole discussion stays attached to the ticket, so the decision is never lost in a chat thread.

Which emails will I receive, and how do I choose?

You decide, in two places:

• My profile → Notifications: turn on or off, per workspace, the emails you get as owner of a ticket and as assignee.
• The bell on a ticket: subscribe to a ticket you care about and pick what triggers an email — deadline pushed back, ticket done, ticket overdue, or a warning a few days before the deadline.

Every email has an unsubscribe link. Mentions (@) always send an email.

What are teams and tags for?

Two simple ways to sort your tickets, managed in Settings → Teams and Settings → Tags:

• Teams group the people who work together (e.g. "Mobile squad").
• Tags are colored labels you stick on tickets (e.g. "Quick win", "Legal").

Both become filters everywhere in the app. An administrator can restrict creation so that only existing teams or tags are used — handy to avoid "bug", "Bug" and "bugs" living side by side.

Which tools can I connect, and what does each one do?

Everything happens in Settings → Integrations (owners and administrators):

• Jira and Linear: two-way sync of your tickets, statuses and fields.
• GitHub: connects tickets to the code — branches, pull requests, issues, commits.
• GitHub Projects and Notion: import your boards or databases and keep statuses in sync.
• Google Sheets: turn the rows of a spreadsheet into tickets.
• Slack and Microsoft Teams: post your news into a channel.
• MCP Server: lets your AI assistants (Claude, ChatGPT, Cursor…) read — and if you allow it, update — your workspace.

To bring tickets in once, use Import tickets in the sidebar: Jira, Linear, Notion, ProductBoard, GitHub Projects, Google Sheets or a CSV file.

Available integrations depend on your plan.

How do I import my tickets from a CSV file (Excel, Trello, Airtable…)?

Click Import tickets in the sidebar, choose CSV File, and follow the guided steps:

1. Upload: drop your .csv file (first row = column names). No file yet? Download the template: three example rows to replace with yours.
2. Mapping: say what each column is — title (the only required one), description, dates, priority, health, tags, teams, parent ticket… — and pick the target product.
3. Match types: match each value of your "type" column to a RoadmapHero type (you can create new ones on the way), or pick one type for all rows.
4. Preview: check the result — including the parent/child tree — before anything is created. Untick the rows to skip.
5. Importing: a progress bar, then a summary of what was created.

Almost every tool exports to CSV: Excel, Google Sheets, Trello, Airtable, Asana, Monday… That’s the easiest way in.

How does the Jira integration work?

What for: keep RoadmapHero and a Jira project aligned — product decisions taken here show up in your developers’ tool, and their progress comes back.

A wizard guides you:

1. Connect: your Jira domain (yourcompany.atlassian.net), your email and an API token (created in your Atlassian account, Security → API tokens).
2. Choose the Jira project to link to a RoadmapHero product.
3. Match the types (Story, Bug, Task… ↔ your types) and the statuses.
4. Optionally match custom fields, and import the existing tickets.

Changes then flow both ways. With auto-send, a ticket that reaches a status of your choice is created in Jira automatically.

How does the Linear integration work?

1. Paste your Linear API key (starts with lin_api_, created in Linear under Settings → API).
2. Choose the Linear team to link to a RoadmapHero product.
3. Match the types: Linear has no ticket types, so you use your team labels — the special choice "(No label)" catches tickets without a label.
4. Match the statuses, then import the existing tickets if you wish.

Statuses and mapped fields then stay in sync both ways.

How does the GitHub integration work?

What for: connect each ticket to the code that builds it. Once connected, the ticket’s Build tab lets you:

• create or link a branch, open and merge the pull request, create and close issues, follow the commits;
• let Tic & Tac link new pull requests to the right ticket automatically;
• hand off the development to Claude Code: the app opens a draft pull request with a brief, Claude Code writes the code on the ticket’s branch, and you follow the progress on the ticket.

Setting it up: paste a GitHub access token, choose the repository and its default branch, adjust the branch naming pattern if needed, and link the repository to a product. You can also automate actions on your workflow — for example create the branch when a ticket enters development.

How do the GitHub Projects and Notion integrations work?

Both let your team keep its habits while you get the roadmap, prioritization and sharing on top:

• GitHub Projects: paste a GitHub token, choose the organization, repository and project board, match types and statuses, then import. Move a card in GitHub and the ticket follows here — and vice versa.
• Notion: create an internal integration in Notion (notion.so/profile/integrations) and copy its secret; on each database to import, click ··· → Connections and add it. Then choose the database, tell which properties hold the type, the status and the parent, match the values and import.

In both cases statuses sync both ways, and items archived on their side are archived here too.

How does the Google Sheets integration work?

1. In Google Sheets, share the spreadsheet as "Anyone with the link → Viewer".
2. Paste its URL in RoadmapHero, pick the tab and the header row.
3. Match the columns, the type values ("(Empty cell)" catches rows without a type) and, if you want, the status values.
4. Filter out the rows you don’t want, check, and import.

It’s an import: run it again when the sheet has new rows — rows already imported are recognized.

How do I send our news to Slack or Microsoft Teams?

Slack and Teams receive your news (deliveries, release notes); they don’t sync tickets.

• Slack: click Connect Slack in the integrations, approve in the window that opens, done.
• Microsoft Teams: in the target channel, choose ··· → Workflows → "Post to a channel when a webhook request is received", copy the address it gives you, and paste it in RoadmapHero with a label. You can add several channels.

Then choose what to post from the Share window of each shared room.

How do I connect my AI assistant (Claude, ChatGPT, Cursor) to RoadmapHero?

With the MCP Server integration, your assistant can search your tickets, objectives, key results and customer feedback — and, if you allow it, create or update them.

1. In Settings → Integrations → MCP Server, generate the workspace API key (owners and administrators). It is shown only once: copy it somewhere safe.
2. Choose its scope: Read-only, or tick Allow writes for Read / write.
3. Choose the Remote server (recommended, nothing to install): paste the given URL into your assistant’s connectors, and your API key when asked. Developers can also use the local server (npx).

The key gives access to your whole workspace: never share it publicly. If it leaks, revoke it — the revocation is immediate — and generate a new one.

What do the colored dots next to my integrations mean?

• Green (pulsing): connected and active.
• Orange: connected, but the setup isn’t finished or the sync is paused — open it to complete the missing step (often a type or status mapping).
• Gray: not linked to a product yet.

What happens to my tickets if I disconnect an integration?

You choose: keep the tickets in RoadmapHero (they simply stop syncing) or remove the imported tickets (they are archived). To avoid accidents, you’re asked to type a confirmation phrase.

In all cases, nothing is ever deleted in the external tool: RoadmapHero only touches its own data.

What will I find in Settings?

Settings (at the bottom of the sidebar, owners and administrators) is organized in tabs:

• Products: your products and their ticket types.
• Agents: your AI agents and their options (see the agents).
• Business goals, Business units, Customers: who and what you work for.
• Prioritization: how the HeroScore is weighted (see how).
• Workflows: the pipelines and steps of each ticket type.
• Custom fields and Custom wordings: adapt tickets and vocabulary to your company.
• Integrations: Jira, Linear, GitHub, Notion, Slack, MCP…
• Teams, Tags and Members.
• Export: download your tickets as CSV.
• SSO: sign in with your company account.

A tab your plan doesn’t include stays visible and explains what it offers.

What is a product, and should I create several?

A product is a container for tickets that share the same types and workflows — typically one per app, service or major project. Create one product per thing you want to plan and communicate separately (e.g. "Mobile app" and "Web app"); every page can then be filtered by product.

Create and configure them in Settings → Products: a guided setup asks for the kind of project, the ticket types, the tools to connect and the people to invite. The number of products depends on your plan.

How do I add my own fields to tickets?

In Settings → Custom fields, create fields like "Country", "Estimated revenue" or "Legal review needed", and reorder or hide the built-in ones. It applies to every ticket of the workspace, and custom fields become filters too.

Each person can also rearrange the fields for themselves, with Configure fields on a ticket.

How do I export my data?

In Settings → Export: choose a product, the information to include (ticket fields, attributes, custom fields), optionally a creation period and statuses, then click Download CSV. The file opens in Excel or Google Sheets. You stay the owner of your data.

For visuals, the Planning and the Roadmap export as an image (see how).

Can we log in with our company account (SSO)?

Yes, on the Enterprise plan: in Settings → SSO, connect Microsoft Entra ID or Google Workspace. You can make SSO mandatory, keep password login as a fallback, and remove access automatically when someone leaves the company.

On every plan, anyone can already log in with their Google or Microsoft account from the login page.

How does the free trial work?

Every new workspace gets 7 days free, with all features. A counter at the bottom of the sidebar shows the days left, with a Subscribe now button.

When the trial ends, the workspace pauses and the app asks you to choose a plan. Your data is kept: pick a plan and you find everything as you left it.

What are the plans, and which one should I choose?

Four plans, from the lightest to the most complete:

• Starter: the essentials — backlog, priorities, planning, roadmap, workflows, shared rooms, integrations, Ask. Support within 36 h.
• Pro (the most chosen): adds Strategy — vision, objectives and OKR tracking. Support within 24 h.
• Business: adds Customer Voice and Capacities. Support within 12 h.
• Enterprise: adds SSO, a tailored onboarding and dedicated support, on quote.

Plans also differ by number of members, products and daily AI messages. Prices are shown excluding VAT, without commitment.

Not sure? Use the trial to try everything, then ask us in the chat which plan fits your team.

Where do I change plan, update my card or download invoices?

Click your avatar at the bottom of the sidebar, then Plan & billing (owners and administrators). You’ll find your current plan, seats and products used, the next renewal date, your billing address, your invoices, and Update payment info to change your card.

A plan change applies immediately, and billing is adjusted pro rata. Payments are handled securely by Stripe.

Why do I see a feature I can’t use?

Because your plan doesn’t include it yet. Instead of hiding it, the app shows what it would bring you, with a button to see the plans or to chat with us. An owner or administrator can upgrade in Plan & billing: the feature is available right away.

If you’re a Builder or a Contributor, ask an owner or administrator of your workspace.

Where is my data hosted, and is it secure?

Your data is hosted in Europe and processed in line with the GDPR. The platform goes through an annual penetration test by independent experts (the report is available on the Enterprise plan), and your data is never used to train AI. You can export it at any time.

Where can I read the terms of use, the privacy policy and the legal notice?

On three public pages, readable without an account:

• Terms of use
• Privacy policy
• Legal notice

Each page exists in French and in English: switch with the FR / EN buttons at the top of the page. The date of the last update is shown under the title, after Last updated:.

The links to the three pages are also at the bottom of the RoadmapHero presentation pages, under Légal.

I can’t see Settings, Import tickets or some pages. Why?

It depends on your role. Settings, Import tickets and Plan & billing are reserved to owners and administrators. Contributors see a lighter menu (Backlog, Planning, Roadmap, Inbox, Ask). Ask an administrator of your workspace to change your role if you need more (see roles).

I can’t edit a ticket or move a card. What’s wrong?

You probably have the Contributor role, made to follow the work without changing it. You can still comment and mention colleagues. To edit tickets, you need the Builder role or above: ask an administrator.

I didn’t receive my invitation email. What should I do?

1. Check your spam or promotions folder.
2. Check with your colleague that the email address is spelled correctly in Settings → Members.
3. Still nothing? Ask them to invite you again, or write to us in the chat.

My CSV import doesn’t look right. What should I check?

The usual suspects:

• The first row must contain the column names.
• In the Mapping step, each column must point to the right field (only the title is required).
• Dates must use the same format throughout the file.
• Broken accents? Save the file again as UTF-8.

The Preview step flags problems before anything is created: orange means a parent ticket wasn’t found (the row can still be imported at the top level), red means a hierarchy problem to fix first. You can also untick the problematic rows, import the rest and come back to them.

A shared link says "no longer available". Why?

The sharing was turned off by someone in the workspace (the Link switch of the room). Ask them to turn it back on — the same link works again — or to send you the new one.

The app looks strange or doesn’t show the latest changes. What can I do?

The app updates itself, but an old version can stay in your browser for a while. Reload the page (Ctrl + Shift + R on Windows, ⌘ + Shift + R on Mac). If the problem persists, try a private window, then write to us in the chat with a screenshot: it helps us a lot.

Is this help center up to date?

Yes: it is updated with every change to the product. When a page, a button or a rule changes in the app, the matching answers — in French and in English — and their illustrations are updated at the same time. The date of the last update is shown at the bottom of the page.

Illustrations are simplified drawings of the app: the real screen may differ slightly (your data, your wording, your plan).

An answer is missing or wrong. How do I tell you?

Write to us in the chat (button at the bottom of this page): tell us what you were looking for, or which answer seems wrong. We answer you directly, and add or fix the question here so the next person finds it.

How do I send an answer to a colleague?

Open the question, then click Copy link to this answer at the bottom of it. The link opens this page directly on that answer, in the reader’s language choice.